“I am on a personal mission to help empower my clients to build a secure financial future for themselves and their families. I am passionate about helping people find ways to reach their goals and live the life they dream of. I believe a solid financial foundation empowers people to create positive change, not just for their lives, but for the entire community.
Foundations of Investing
Building your investor IQ starts with understanding the basics. Whether you are new to investing or need a refresher, this presentation discusses the importance of developing a strategy, the impact of asset allocation and the influence of inflation on your long-term goals.